Mackenzie Financial
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Mackenzie Financial’s Privia Health PRVA Stock Holding History

Mackenzie Financial’s Portfolio PRVA Stock Details PRVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-44,336
Closed -$1.02M – 1814
2025
Q2 		$1.02M Sell
44,336
-1,783
-4% -$41.3K ﹤0.01% 1007
2025
Q1 		$1.04M Sell
46,119
-26,272
-36% -$610K ﹤0.01% 968
2024
Q4 		$1.42M Buy
72,391
+33,728
+87% +$668K ﹤0.01% 860
2024
Q3 		$704K Buy
+38,663
New +$738K ﹤0.01% 944
2022
Q4 		– Sell
-27,135
Closed -$924K – 1553
2022
Q3 		$924K Buy
+27,135
New +$1M ﹤0.01% 831

Other funds holding PRVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
RF
Rubicon Founders Nashville, Tennessee $138M AUM 61.96% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mackenzie Financial's PRVA Position: Q3 2025 in Review

Mackenzie Financial sold out of Privia Health (PRVA) in Q3 2025, closing a stake of 44,336 shares — an estimated $1.02M sold.

Mackenzie Financial first reported a position in PRVA in Q3 2022 and held it in 5 quarters. The position peaked at $1.42M in Q4 2024. 259 funds tracked by Wall St. Rank hold PRVA as of Q3 2025.

  • Mackenzie Financial reported no remaining Privia Health position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 44,336 Privia Health shares in Q3 2025, an estimated $1.02M.
  • Mackenzie Financial first reported a position in Privia Health in Q3 2022 and held it in 5 quarters.
  • Mackenzie Financial's Privia Health position peaked at $1.42M in Q4 2024.
  • 259 funds tracked by Wall St. Rank held Privia Health as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.